See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $499,210 | $117,841+323.6% | $102,423+387.4% | $145,922+242.1% |
| Participation rate | 95.2% | 78.6%+16.7pp | 76.5%+18.7pp | 80.3%+15.0pp |
| Annual return | 15.73% | 31.65%-15.9pp | 29.32%-13.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,543 | $3,615-29.6% | $3,023-15.9% | $4,660-45.4% |
| Participant deferral / active EE | $4,568 | $5,731-20.3% | $5,053-9.6% | $6,688-31.7% |
| Admin fee / account holder | $25,792 | $13,326+93.5% | $9,451+172.9% | $13,397+92.5% |